Job Description
Are you a detail-oriented professional looking to advance your career in finance? Summit Financial Group is seeking a dedicated Tax Associate to join our growing team in Colorado Springs. We offer a competitive salary, comprehensive benefits, and a collaborative work environment where your expertise will directly impact our clients' financial success.
Why Join Us?
We pride ourselves on delivering exceptional tax services while fostering a culture of growth and integrity. As a Tax Associate, you will play a crucial role in ensuring our clients remain compliant and optimized.
Responsibilities
- Prepare and review federal, state, and local tax returns for individuals and businesses.
- Assist clients with tax planning strategies and resolve complex compliance issues.
- Communicate effectively with clients regarding tax-related inquiries and deadlines.
- Conduct thorough tax research to ensure accuracy and regulatory compliance.
- Collaborate with senior accountants and auditors during tax season.
- Maintain accurate client records and documentation in our accounting systems.
- Identify opportunities to improve tax efficiency for our portfolio of clients.
Qualifications
- Bachelor’s degree in Accounting, Finance, or related field.
- CPA or CMA certification is highly preferred.
- 1-3 years of experience in tax preparation or corporate accounting.
- Strong working knowledge of U.S. federal and state tax laws.
- Proficiency in accounting software (e.g., QuickBooks, TurboTax, ProSystem fx).
- Excellent analytical skills and attention to detail.
- Ability to work independently and meet strict deadlines during peak seasons.